DuPont's planned three-way split (Electronics, Water, RemainCo) catalyzes a sum-of-parts re-rating. Electronics segment is a direct beneficiary of TSMC and Intel fab buildouts in Arizona and Ohio. PFAS liability is contained via prior settlements. Water segment rides US infrastructure spend.
Thesis reviewed May 29, 2026
DuPont de Nemours, Inc. is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπ§±Materials18WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| ECL | Ecolab Inc. | 24 | +2% | β7% | NEUTRAL |
| SHW | The Sherwin-Williams Company | 24 | +2% | β7% | NEUTRAL |
| DOW | Dow Inc. | 24 | +1% | β7% | NEUTRAL |
| NUE | Nucor Corporation | 24 | +11% | β7% | EARLY |
| DD | DuPont de Nemours, Inc. | 24 | +6% | β7% | EARLY |
| PPG | PPG Industries, Inc. | 24 | +1% | β7% | NEUTRAL |
| LIN | Linde plc | 24 | +10% | β7% | EARLY |
Investors who hold DD may also have indirect exposure through these country funds.
DuPont Electronics segment +18% YoY on semiconductor materials demand
Three-way breakup on track for completion 2H 2026
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Gilbert CisnerosCA | D | Buy | $1kβ$15k | Jan 9, 26 | -2.8% |